DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Terrence Patrick Cunningham
Feed of 09/14/2026
At current firm
0 y
since Oct 31, 2025
In the industry
44 y
since Jul 7, 1982 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Scala Capital LLC independent RIA currentsince Oct 31, 2025 · Frisco, Co
- Cmg Capital Management Group, Inc. independent RIAOct 9, 2020 to Jul 24, 2025 · Malvern, Pa
- Ip Financial Advisory Services LLC independent RIAJan 14, 2020 to Oct 21, 2020 · Charlotte, Nc
- Innovation Partners LLC independent RIAJan 23, 2019 to Oct 21, 2020 · Villanova, Pa
- Innovation Partners LLC independent RIAFeb 14, 2017 to Dec 31, 2018 · Villanova, Pa
- Dws Investment Management Americas, Inc. otherNov 20, 2003 to Feb 5, 2008 · Chicago, Il
- Fisher Investments independent RIASep 10, 2002 to Aug 18, 2003 · Villanova, Pa
Moves
a registration end followed by a registration begin elsewhere
- Cmg Capital Management Group, Inc. to Scala Capital LLCleft Jul 24, 2025, registered Oct 31, 2025 (99 days) · RIA to RIA
- Innovation Partners LLC to Ip Financial Advisory Services LLCleft Oct 21, 2020, registered Jan 14, 2020 (-281 days) · Affiliated broker-dealer or bank to independent RIA
- Ip Financial Advisory Services LLC to Cmg Capital Management Group, Inc.left Oct 21, 2020, registered Oct 9, 2020 (-12 days) · RIA to RIA
- Dws Investment Management Americas, Inc. to Innovation Partners LLCleft Feb 5, 2008, registered Feb 14, 2017 (3297 days) · Other
- Fisher Investments to Dws Investment Management Americas, Inc.left Aug 18, 2003, registered Nov 20, 2003 (94 days) · Other
Signals
- Terrence Patrick Cunningham left Cmg Capital Management Group, Inc. for Scala Capital Llc (registered 2025-10-31)Jul 24, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 44derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address